Forum Home Page [see Broadridge note below]

 The Shareholder ForumTM`

Fair Investor Access

This public program was initiated in collaboration with The Conference Board Task Force on Corporate/Investor Engagement and with Thomson Reuters support of communication technologies. The Forum is providing continuing reports of the issues that concern this program's participants, as summarized  in the January 5, 2015 Forum Report of Conclusions.

"Fair Access" Home Page

"Fair Access" Program Reference


Related Projects 2012-2019

For graphed analyses of company and related industry returns, see

Returns on Corporate Capital

See also analyses of

Shareholder Support Rankings


Forum distribution:

Financial reporting experts' views of providing essential information to decision-makers


Supporting the frequently expressed appreciation of Forum participants for the work of the three recipients of the Financial Writers’ lifetime achievement award who discuss their profession below, recent research of investor interests in news publishing evidences widespread marketplace recognition of the value of effective business and financial reporting.


Source: New York Financial Writers' Association, September 30, 2020 announcement and video


Podcast: The 44th Elliott V. Bell Award Ceremony/Battling Burnout Discussion

published by admin on Wed, 2020-09-30 17:08

If you missed this year's Elliott V. Bell Award Ceremony and the discussion that followed on "Battling Burnout" be sure to check out the podcast.

This year's recipient of the Elliott V. Bell Award is Jason Zweig, a columnist for The Wall Street Journal and the author and editor of several investing books.

The award committee recognized Zweig for his decades of service helping average Americans navigate the often-murky world of investing and to make the most of their retirement savings. Zweig continues to do so today through his weekly “Intelligent Investor” column in The Wall Street Journal ( Since Zweig became a personal finance columnist for the Journal in 2008, his column has helped investors better scrutinize their brokers, the fees money managers charge, the fine print and questionable studies that accompany various funds, and to better understand the investor psychology of “Bull” and “Bear” markets alike.

Following his acceptance of the award, Zweig moderates a panel on the topic of “Battling Burnout” that features Gretchen Morgenson, the senior financial reporter in the Investigations unit at NBC News, and Allan Sloan, a columnist for The Washington Post and an editor at large at ProPublica.

Check out the podcast here:

*We apologize for the reverb you will hear in a small portion of this video -but, rest assured, the problem is not with your computer.



This Forum program was open, free of charge, to anyone concerned with investor interests in the development of marketplace standards for expanded access to information for securities valuation and shareholder voting decisions. As stated in the posted Conditions of Participation, the purpose of this public Forum's program was to provide decision-makers with access to information and a free exchange of views on the issues presented in the program's Forum Summary. Each participant was expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program was initiated in 2012 in collaboration with The Conference Board and with Thomson Reuters support of communication technologies to address issues and objectives defined by participants in the 2010 "E-Meetings" program relevant to broad public interests in marketplace practices. The website is being maintained to provide continuing reports of the issues addressed in the program, as summarized in the January 5, 2015 Forum Report of Conclusions.

Inquiries about this Forum program and requests to be included in its distribution list may be addressed to

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.